
CRITICAL THIRD PARTY IN SOFTWARE FOR FINANCIAL ADVISERS
It has been reported that Intelliflo may become, like FNZ, a Critical Third Party, or CTP.As such, it will have the regulators on its back.Maybe

It has been reported that Intelliflo may become, like FNZ, a Critical Third Party, or CTP.As such, it will have the regulators on its back.Maybe

THE ADVANTAGES OF BAT AI FOR COMPLIANCE

BAT provides file checks through AI that are Consistent, Scalable, Accurate and Affordable.

You need to get out and about. Leave the back office to BAT

See twenty people day to day! The secret of success in sales.

BAT-AI is a file checker co-pilot.
Check for completeness, and serve up a draft file score

File checkers will know how advisers forget to upload relevant documents required for client file checking. Even when advisers are sending files to the FCA

July 25th An introduction to AI for IFAs click here August 8th Cyber security for Financial Services Practices click here August 22nd Practical use cases

“Information is stored on multiple systems or is in storage, and if the Financial Conduct Authority asked them about it, it would take some time

BAT-AI FILE CHECKER
SCORES FILES FOR A TENNER!
Scale, accuracy, consistency and cost.